Claro Advisors LLC Purchases in Q3 2024

Claro Advisors LLC

  • $706 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
39.2K
+ 1540.3%
$27.7 - $31.39 $1.09M - $1.23M
41.8K $1.21M
NKE
Nike, Inc.

Consumer Cyclical
12.6K
+ 319.84%
$71.09 - $89.44 $898K - $1.13M
16.6K $1.47M
RTX
Raytheon Technologies Corp

Industrials
9.14K
+ 300.63%
$99.55 - $123.34 $909K - $1.13M
12.2K $1.47M
QCOM
Qualcomm Inc

Technology
6.39K
+ 1024.68%
$156.12 - $209.64 $998K - $1.34M
7.02K $1.19M
ABT
Abbott Laboratories

Healthcare
9.13K
New
$100.07 - $118.13 $913K - $1.08M
9.13K $1.04M
GD
General Dynamics Corp

Industrials
3.42K
+ 248.76%
$279.51 - $308.09 $957K - $1.05M
4.8K $1.45M
T
At&T Inc.

Communication Services
47K
+ 2292.98%
$18.21 - $22.28 $856K - $1.05M
49.1K $1.08M
CB
Chubb LTD

Financial Services
3.54K
+ 80.16%
$252.51 - $292.2 $893K - $1.03M
7.95K $2.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.07K
+ 7.88%
$173.36 - $189.8 $879K - $963K
69.4K $13.2M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
91K
+ 564.14%
$10.1 - $10.68 $919K - $972K
107K $1.13M
EMR
Emerson Electric CO

Industrials
8.71K
+ 206.76%
$98.19 - $118.87 $856K - $1.04M
12.9K $1.41M
MAS
Masco Corp

Industrials
11.2K
+ 656.2%
$64.7 - $83.94 $726K - $942K
12.9K $1.09M
XLE
Energy Sector Spdr

ETFs
10K
+ 71.33%
$84.35 - $93.39 $844K - $934K
24K $2.11M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
99K
+ 3572.82%
$7.74 - $8.68 $766K - $859K
102K $883K
ACN
Accenture PLC

Technology
2.38K
+ 26.12%
$295.44 - $355.81 $704K - $848K
11.5K $4.07M
CMCSA
Comcast Corp

Communication Services
20K
+ 170.31%
$37.33 - $41.78 $746K - $834K
31.7K $1.32M
EPD
Enterprise Products Partners L.P.

Energy
27.8K
+ 5466.54%
$27.88 - $30.0 $774K - $833K
28.3K $823K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39K
+ 245.19%
$20.47 - $20.71 $798K - $808K
54.9K $1.13M
RWK
Invesco Exchange Traded Fd Tr

ETFs
6.86K
+ 2012.32%
$107.13 - $116.56 $735K - $800K
7.2K $837K
HSY
Hershey CO

Consumer Defensive
3.91K
+ 217.69%
$182.45 - $203.25 $714K - $796K
5.71K $1.09M
MBB
Ishares Tr

ETFs
7.8K
+ 64.36%
$90.85 - $96.66 $709K - $754K
19.9K $1.91M
SCHX
Schwab Strategic Tr Us Large C

ETFs
11K
+ 364.01%
$61.11 - $67.85 $672K - $747K
14K $951K
IEMG
Ishares Inc

ETFs
13.8K
+ 82.8%
$53.64 - $53.64 $742K - $742K
30.6K $1.64M
IWM
Ishares Russell 2000 ETF

ETFs
3.35K
+ 56.85%
$200.87 - $224.6 $673K - $752K
9.24K $2.04M
APH
Amphenol Corp

Technology
10.8K
+ 637.79%
$58.39 - $70.41 $630K - $759K
12.5K $812K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
54.6K
+ 342.4%
$11.25 - $13.4 $614K - $731K
70.5K $904K
ES
Eversource Energy

Utilities
10.2K
+ 3600.0%
$56.52 - $68.38 $576K - $697K
10.5K $712K
C
Citigroup Inc

Financial Services
10.8K
+ 614.8%
$56.11 - $67.61 $606K - $730K
12.6K $786K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
14.7K
+ 1211.38%
$39.15 - $46.02 $575K - $676K
15.9K $727K
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.07K
+ 133.12%
$64.35 - $75.71 $583K - $686K
15.9K $1.17M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.5K
+ 244.76%
$21.05 - $21.17 $663K - $667K
44.4K $937K
BX
Blackstone Inc.

Financial Services
4.28K
+ 234.89%
$120.77 - $159.66 $516K - $683K
6.1K $933K
DCI
Donaldson CO Inc

Industrials
8.87K
+ 644.87%
$69.34 - $74.86 $615K - $664K
10.2K $754K
TROW
Price T Rowe Group Inc

Financial Services
5.91K
+ 287.17%
$101.71 - $120.75 $601K - $713K
7.96K $867K
PYPL
Pay Pal Holdings, Inc.

Financial Services
8K
+ 1072.12%
$57.22 - $80.08 $458K - $640K
8.74K $682K
AWK
American Water Works Company, Inc.

Utilities
4.18K
+ 189.27%
$127.76 - $149.9 $534K - $627K
6.39K $934K
CVS
Cvs Health Corp

Healthcare
9.25K
+ 333.61%
$55.81 - $63.18 $516K - $584K
12K $755K
XLV
Select Sector Spdr Fund Health

ETFs
3.73K
+ 47.31%
$143.3 - $157.24 $534K - $586K
11.6K $1.79M
NJR
New Jersey Resources Corp

Utilities
12.1K
+ 329.55%
$42.03 - $48.02 $510K - $582K
15.8K $745K
TSLA
Tesla, Inc.

Consumer Cyclical
2.18K
+ 17.34%
$191.76 - $263.26 $418K - $574K
14.8K $3.86M
WRB
Berkley W R Corp

Financial Services
9.8K
+ 235.51%
$51.54 - $79.62 $505K - $780K
14K $792K
DKNG
Draft Kings Inc.

Consumer Cyclical
14K
+ 370.05%
$29.85 - $41.1 $419K - $577K
17.8K $698K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
9.51K
+ 342.68%
$50.99 - $57.81 $485K - $550K
12.3K $702K
DAL
Delta Air Lines, Inc.

Industrials
10.5K
+ 852.32%
$37.32 - $51.8 $391K - $543K
11.7K $594K
IWP
Ishares Russell Mid Cap Growth

ETFs
4.34K
+ 35.25%
$103.87 - $117.59 $451K - $510K
16.6K $1.95M
GTLB
Gitlab Inc.

Technology
9.83K
+ 166.51%
$40.84 - $56.2 $401K - $552K
15.7K $810K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
+ 848.77%
$36.98 - $41.55 $447K - $502K
13.5K $555K
AMAT
Applied Materials Inc

Technology
2.46K
+ 131.35%
$174.88 - $254.97 $429K - $626K
4.32K $873K
YMAR
First Tr Ex Tr Viii Cboe Vest
20.4K
+ 625.94%
$22.76 - $24.37 $464K - $496K
23.6K $572K
Activity Summary
Buys All Purchases 220 New Holdings 2 Increased Positions 218 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Claro Advisors LLC Portfolio

Follow Claro Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email